Christopher KelleyCRD Number: 5049750
Current Firm: Compass Capital Management Inc.
Christopher Kelley (CRD# 5049750) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 13 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Compass Capital Management||Minneapolis, MN||Apr 2014 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Oct 2009 - Apr 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management1,733MILLIONS
Total Number of Accounts1,219ACCOUNTS
Average Account Value$1,421,864
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, IA, IL, MI, MN, ND, NH, NY, SD, TX, WI
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